Sponsored

The Analysis of Global Trust Asset Management, LLC's Holdings & P&L

Currently, Global Trust Asset Management, LLC holds 458 types of securities in its portfolio with a total value $261.5M. In the most recent quarter, they have increased their positions in AAOI (+31.8K shares, valued at $2.7M), VGSH (+29.7K shares, valued at $1.7M), SNDK (+2.6K shares, valued at $1.7M); decreased their positions in LITE (-3.5K shares, valued at $2.5M), N/A (-14.3K shares, valued at $1.2M), DHR (-5.9K shares, valued at $1.1M); initiated new positions in VGSH (+29.7K shares, valued at $1.7M), SNDK (+2.6K shares, valued at $1.7M), N/A (+2.0K shares, valued at $473.1K); completely sold out of APP (previously valued at $1.1M).

1M P&L

+12.1M+4.76%

3M P&L

+26.4M+10.99%

HY P&L

+45.4M+20.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A74.6M

33.7%

2Communication Equipment15.8M

7.2%

3Software - Infrastructure13.5M

6.1%

Top Industries by Stock Count

1N/A157 stocks

37.8%

2Software - Application12 stocks

2.9%

3Drug Manufacturers - General11 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHY ISHARES TR202.8K shares10.04%2026-03-312026-04-23

IEI ISHARES TR96.8K shares12.63%2026-03-312026-04-23

LITE LUMENTUM HLDGS INC14.7K shares-19.18%2026-03-312026-04-23

AAPL APPLE INC39.9K shares-0.56%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T15.0K shares0.88%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR16.4K shares0.11%2026-03-312026-04-23

IEF ISHARES TR98.9K shares11.39%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.6K shares-1.20%2026-03-312026-04-23

Sponsored

PLTR PALANTIR TECHNOLOGIES INC39.7K shares-0.94%2026-03-312026-04-23

NEE NEXTERA ENERGY INC60.4K shares2.29%2026-03-312026-04-23

CAT CATERPILLAR INC7.7K shares5.08%2026-03-312026-04-23

MSFT MICROSOFT CORP13.9K shares-1.06%2026-03-312026-04-23

AAOI APPLIED OPTOELECTRONICS INC59.6K shares114.22%2026-03-312026-04-23

AMAT APPLIED MATLS INC14.4K shares-1.22%2026-03-312026-04-23

AMZN AMAZON COM INC22.7K shares-1.24%2026-03-312026-04-23

VXUS VANGUARD STAR FDS58.9K shares10.61%2026-03-312026-04-23

Sponsored

MA MASTERCARD INCORPORATED8.4K shares-1.78%2026-03-312026-04-23

CVX CHEVRON CORPORATION19.8K shares12.91%2026-03-312026-04-23

ALPHABET INC ALPHABET INC13.7K shares2.97%2026-03-312026-04-23

NVDA NVIDIA CORPORATION22.3K shares-8.30%2026-03-312026-04-23

WMT WALMART INC30.4K shares0.64%2026-03-312026-04-23

V VISA INC11.8K shares3.87%2026-03-312026-04-23

MCK MCKESSON CORP4.1K shares-1.07%2026-03-312026-04-23

LOW LOWES COS INC13.8K shares16.93%2026-03-312026-04-23

Sponsored

VRT VERTIV HOLDINGS CO12.9K shares2.27%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC25.6K shares13.75%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC3.4K shares4.28%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION2.8K shares-3.57%2026-03-312026-04-23

ALPHABET INC ALPHABET INC8.3K shares-1.14%2026-03-312026-04-23

CELESTICA INC CELESTICA INC8.4K shares-1.06%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO7.6K shares1.15%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP10.7K shares0.56%2026-03-312026-04-23

Sponsored

JPM JPMORGAN CHASE & CO7.7K shares-2.62%2026-03-312026-04-23

WCC WESCO INTL INC8.1K shares-0.57%2026-03-312026-04-23

RTX RTX CORPORATION11.3K shares6.02%2026-03-312026-04-23

BROADCOM INC BROADCOM INC6.8K shares-7.87%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC9.7K shares24.58%2026-03-312026-04-23

VUSB VANGUARD BD INDEX FDS37.6K shares41.89%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO30.2K shares11.20%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC14.6K shares-0.27%2026-03-312026-04-23

Sponsored

MU MICRON TECHNOLOGY INC5.3K shares45.89%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS29.7K sharesnew addition2026-03-312026-04-23

SNDK SANDISK CORP2.6K sharesnew addition2026-03-312026-04-23

ENB ENBRIDGE INC28.0K shares-1.76%2026-03-312026-04-23

HEI HEICO CORP NEW4.4K shares3.55%2026-03-312026-04-23

ASML ASML HLDG NV909 shares2.13%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON4.9K shares69.94%2026-03-312026-04-23

CENCORA INC CENCORA INC3.6K shares-12.48%2026-03-312026-04-23

Sponsored

KLAC KLA CORP750 shares4.17%2026-03-312026-04-23

ORCL ORACLE CORP7.4K shares-4.76%2026-03-312026-04-23

HD HOME DEPOT INC3.3K shares-2.62%2026-03-312026-04-23

TSLA TESLA INC2.9K shares-0.07%2026-03-312026-04-23

UNP UNION PAC CORP4.2K shares-3.84%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC6.0K shares-35.60%2026-03-312026-04-23

DVY ISHARES TR6.3K shares-1.97%2026-03-312026-04-23

GEV GE VERNOVA INC1.1K shares44.29%2026-03-312026-04-23

Sponsored

MLM MARTIN MARIETTA MATLS INC1.5K shares-0.34%2026-03-312026-04-23

CTVA CORTEVA INC9.7K shares0.00%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares3.16%2026-03-312026-04-23

LLY ELI LILLY & CO863 shares0.00%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL23.4K shares-0.55%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC6.7K shares-6.40%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP1.3K shares0.00%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR30.9K shares-0.32%2026-03-312026-04-23

Sponsored

NOC NORTHROP GRUMMAN CORP1.1K shares10.27%2026-03-312026-04-23

SHEL SHELL PLC7.2K shares0.00%2026-03-312026-04-23

PEP PEPSICO INC4.2K shares45.11%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC153 shares-1.29%2026-03-312026-04-23

FBUF FIDELITY GREENWOOD STREET TR21.0K shares67.09%2026-03-312026-04-23

VTI VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-23

GLD SPDR GOLD TR1.5K shares37.66%2026-03-312026-04-23

NVO NOVO-NORDISK A S16.8K shares-8.56%2026-03-312026-04-23

Sponsored

EATON CORP PLC EATON CORP PLC1.7K shares10.64%2026-03-312026-04-23

FHEQ FIDELITY GREENWOOD STREET TR19.9K shares59.40%2026-03-312026-04-23

FYEE FIDELITY GREENWOOD STREET TR21.2K shares66.78%2026-03-312026-04-23

SCI SERVICE CORP INTL6.9K shares-1.07%2026-03-312026-04-23

VTV VANGUARD INDEX FDS2.7K shares-12.16%2026-03-312026-04-23

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA16.8K shares-64.29%2026-03-312026-04-23

APH AMPHENOL CORP4.0K shares182.49%2026-03-312026-04-23

META META PLATFORMS INC844 shares-21.34%2026-03-312026-04-23

Sponsored

PG PROCTER & GAMBLE CO3.3K shares-12.60%2026-03-312026-04-23

COHERENT CORP COHERENT CORP2.0K sharesnew addition2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST12.7K shares0.00%2026-03-312026-04-23

BE BLOOM ENERGY CORP3.4K shares0.00%2026-03-312026-04-23

IJJ ISHARES TR3.5K shares-1.53%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC1.3K shares0.63%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares-1.34%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP2.5K shares-6.58%2026-03-312026-04-23

Sponsored

MCD MCDONALDS CORP1.4K shares0.00%2026-03-312026-04-23

ABT ABBOTT LABORATORIES4.2K shares253.81%2026-03-312026-04-23

IGM ISHARES TR3.5K shares0.00%2026-03-312026-04-23

MCHP MICROCHIP TECHNOLOGY INC.6.3K shares-0.63%2026-03-312026-04-23

IWF ISHARES TR903 shares-6.71%2026-03-312026-04-23

SDY SPDR SERIES TRUST2.4K shares-18.10%2026-03-312026-04-23

GILD GILEAD SCIENCES INC2.5K shares-6.37%2026-03-312026-04-23

FANG DIAMONDBACK ENERGY INC1.7K shares0.00%2026-03-312026-04-23

Sponsored

SPYM SPDR SERIES TRUST4.5K shares-27.70%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC1.3K shares-1.12%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR11.2K shares0.00%2026-03-312026-04-23

IQV IQVIA HLDGS INC2.0K shares-5.29%2026-03-312026-04-23

DIHP DIMENSIONAL ETF TRUST10.5K shares0.00%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC2.5K sharesnew addition2026-03-312026-04-23

JMST J P MORGAN EXCHANGE TRADED F6.3K shares0.00%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-04-23

Sponsored

VNQ VANGUARD INDEX FDS3.6K shares3.43%2026-03-312026-04-23

HON HONEYWELL INTL INC1.4K shares-8.57%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP1.2K shares-1.84%2026-03-312026-04-23

MSI MOTOROLA SOLUTIONS INC719 shares-4.52%2026-03-312026-04-23

ADI ANALOG DEVICES INC971 shares0.00%2026-03-312026-04-23

NVS NOVARTIS AG2.0K shares-10.57%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST5.6K shares-7.94%2026-03-312026-04-23

GDX VANECK ETF TRUST3.1K shares-16.27%2026-03-312026-04-23

Sponsored

XLI SELECT SECTOR SPDR TR1.8K shares16.45%2026-03-312026-04-23

MGK VANGUARD WORLD FD779 shares-17.48%2026-03-312026-04-23

MGV VANGUARD WORLD FD2.0K shares24.29%2026-03-312026-04-23

PFEB INNOVATOR ETFS TRUST7.0K shares0.00%2026-03-312026-04-23

ELV ELEVANCE HEALTH INC FORMERLY945 shares-8.96%2026-03-312026-04-23

SAN BANCO SANTANDER SA24.5K shares-3.92%2026-03-312026-04-23

IJH ISHARES TR4.1K shares41.13%2026-03-312026-04-23

HYG ISHARES TR3.3K shares-4.24%2026-03-312026-04-23

Sponsored

DE DEERE & CO466 shares12.83%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-7.52%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR2.8K shares2.25%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST6.3K shares0.00%2026-03-312026-04-23

ITA ISHARES TR1.0K shares16.65%2026-03-312026-04-23

HII HUNTINGTON INGALLS INDS INC592 shares113.72%2026-03-312026-04-23

FFIV F5 INC765 shares0.00%2026-03-312026-04-23

WFC-PL WELLS FARGO & CO190 shares0.00%2026-03-312026-04-23

Sponsored

PWR QUANTA SVCS INC375 sharesnew addition2026-03-312026-04-23

AMGN AMGEN INC581 shares12.38%2026-03-312026-04-23

BA BOEING CO1.0K shares13.89%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC885 shares16.45%2026-03-312026-04-23

SPDR SERIES TRUST SPDR SERIES TRUST2.1K shares-6.59%2026-03-312026-04-23

EPI WISDOMTREE TR4.9K shares4.27%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS3.0K shares58.95%2026-03-312026-04-23

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.6K sharesnew addition2026-03-312026-04-23

Sponsored

TWLO TWILIO INC1.5K shares0.00%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION1.4K shares423.95%2026-03-312026-04-23

NJUL INNOVATOR ETFS TRUST2.5K shares0.00%2026-03-312026-04-23

OMC OMNICOM GROUP INC2.3K shares0.00%2026-03-312026-04-23

PEG PUBLIC SVC ENTERPRISE GROUP2.2K shares0.00%2026-03-312026-04-23

SCHJ SCHWAB STRATEGIC TR7.0K shares-12.50%2026-03-312026-04-23

IGV ISHARES TR2.2K shares-5.05%2026-03-312026-04-23

ABBV ABBVIE INC786 shares0.13%2026-03-312026-04-23

Sponsored

QUAL ISHARES TR880 shares12.82%2026-03-312026-04-23

GLW CORNING INC1.2K shares0.00%2026-03-312026-04-23

DIS DISNEY WALT CO1.7K shares-76.68%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE581 shares-4.13%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND356 shares0.00%2026-03-312026-04-23

MSM MSC INDL DIRECT INC1.8K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.2K shares24.16%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC1.4K shares0.00%2026-03-312026-04-23

Sponsored

CRM SALESFORCE INC851 shares-2.30%2026-03-312026-04-23

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.4K shares0.00%2026-03-312026-04-23

TFC TRUIST FINL CORP3.4K shares0.00%2026-03-312026-04-23

IJR ISHARES TR1.3K shares-37.08%2026-03-312026-04-23

FCX FREEPORT MCMORAN INC2.6K shares131.93%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR1.5K shares-29.15%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC558 shares0.00%2026-03-312026-04-23

DOV DOVER CORP715 shares0.00%2026-03-312026-04-23

Sponsored

XOM EXXON MOBIL CORP870 shares0.00%2026-03-312026-04-23

VLO VALERO ENERGY CORP595 sharesnew addition2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS676 shares0.00%2026-03-312026-04-23

SPSM SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-23

XLC SELECT SECTOR SPDR TR1.3K shares-7.25%2026-03-312026-04-23

VO VANGUARD INDEX FDS481 shares-31.68%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS1.5K sharesnew addition2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR1.0K shares-24.66%2026-03-312026-04-23

Sponsored

LHX L3HARRIS TECHNOLOGIES INC377 shares0.00%2026-03-312026-04-23

VBK VANGUARD INDEX FDS428 shares-10.46%2026-03-312026-04-23

CWB SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-04-23

INTC INTEL CORP2.9K shares29.28%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I437 shares-37.57%2026-03-312026-04-23

IJS ISHARES TR1.1K shares0.00%2026-03-312026-04-23

METCB RAMACO RES INC12.3K shares1.38%2026-03-312026-04-23

FTSM FIRST TR EXCHANGE-TRADED FD2.1K shares0.00%2026-03-312026-04-23

Sponsored

VRTX VERTEX PHARMACEUTICALS INC272 shares-36.74%2026-03-312026-04-23

MET METLIFE INC1.7K shares0.00%2026-03-312026-04-23

SPTM SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-04-23

SMH VANECK ETF TRUST310 shares-12.68%2026-03-312026-04-23

DFSV DIMENSIONAL ETF TRUST3.3K shares0.00%2026-03-312026-04-23

BAC BANK AMERICA CORP2.4K shares-20.21%2026-03-312026-04-23

CSCO CISCO SYS INC1.5K shares31.25%2026-03-312026-04-23

VIPER ENERGY INC VIPER ENERGY INC2.3K shares0.00%2026-03-312026-04-23

Sponsored

DHR DANAHER CORP DEL570 shares-91.21%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS722 shares-32.02%2026-03-312026-04-23

BWA BORGWARNER INC2.0K shares0.00%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-04-23

IXUS ISHARES TR1.2K shares0.00%2026-03-312026-04-23

NEM NEWMONT CORP951 shares1764.71%2026-03-312026-04-23

VUG VANGUARD INDEX FDS230 shares0.00%2026-03-312026-04-23

OEF ISHARES TR312 shares0.00%2026-03-312026-04-23

Sponsored

QQQM INVESCO EXCH TRADED FD TR II415 shares0.73%2026-03-312026-04-23

PSX PHILLIPS 66541 shares0.00%2026-03-312026-04-23

SPH SUBURBAN PROPANE PARTNERS L5.0K sharesnew addition2026-03-312026-04-23

IYZ ISHARES TR2.5K sharesnew addition2026-03-312026-04-23

BSEP INNOVATOR ETFS TRUST2.0K shares0.00%2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR1.1K shares0.00%2026-03-312026-04-23

UTES ETFIS SER TR I1.2K shares-48.67%2026-03-312026-04-23

T AT&T INC3.1K shares-74.88%2026-03-312026-04-23

Sponsored

BSV VANGUARD BD INDEX FDS1.1K shares0.00%2026-03-312026-04-23

TMUS T-MOBILE US INC427 shares-28.60%2026-03-312026-04-23

ALL ALLSTATE CORP431 sharesnew addition2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST2.5K shares0.00%2026-03-312026-04-23

UNILEVER PLC UNILEVER PLC1.5K shares-7.80%2026-03-312026-04-23

FGD FIRST TR EXCHANGE-TRADED FD2.7K shares0.00%2026-03-312026-04-23

ADBE ADOBE INC358 shares-16.16%2026-03-312026-04-23

NFLX NETFLIX INC.881 shares83.54%2026-03-312026-04-23

Sponsored

CAH CARDINAL HEALTH INC400 sharesnew addition2026-03-312026-04-23

RAMACO RES INC RAMACO RES INC5.4K shares0.00%2026-03-312026-04-23

SPHQ INVESCO EXCHANGE TRADED FD T1.1K shares42.58%2026-03-312026-04-23

VFH VANGUARD WORLD FD686 shares-48.46%2026-03-312026-04-23

ADSK AUTODESK INC345 shares0.00%2026-03-312026-04-23

VDC VANGUARD WORLD FD350 shares3400.00%2026-03-312026-04-23

FENY FIDELITY COVINGTON TRUST2.3K sharesnew addition2026-03-312026-04-23

VEEV VEEVA SYS INC440 shares-11.47%2026-03-312026-04-23

Sponsored

VZ VERIZON COMMUNICATIONS INC1.5K shares0.00%2026-03-312026-04-23

TOL TOLL BROTHERS INC546 shares0.00%2026-03-312026-04-23

MO ALTRIA GROUP INC1.1K shares0.00%2026-03-312026-04-23

IYW ISHARES TR400 shares-17.53%2026-03-312026-04-23

KAPR INNOVATOR ETFS TRUST2.0K shares0.00%2026-03-312026-04-23

WM WASTE MGMT INC DEL312 shares-21.01%2026-03-312026-04-23

BFEB INNOVATOR ETFS TRUST1.5K shares0.00%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC1.6K shares0.00%2026-03-312026-04-23

Sponsored

MEDTRONIC PLC MEDTRONIC PLC821 shares-94.57%2026-03-312026-04-23

EFAV ISHARES TR750 shares50.00%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO804 sharesnew addition2026-03-312026-04-23

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC700 shares0.00%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR1.5K shares265.00%2026-03-312026-04-23

CIBR FIRST TR EXCHANGE-TRADED FD1.1K shares-66.45%2026-03-312026-04-23

EOG EOG RES INC444 shares0.00%2026-03-312026-04-23

SO SOUTHERN CO663 shares0.00%2026-03-312026-04-23

Sponsored

IEFA ISHARES TR704 shares0.00%2026-03-312026-04-23

A AGILENT TECHNOLOGIES INC550 shares0.00%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST1.0K shares0.00%2026-03-312026-04-23

TJX TJX COS INC NEW387 shares14.84%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F814 shares516.67%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR410 shares-54.19%2026-03-312026-04-23

ROP ROPER TECHNOLOGIES INC168 shares-20.00%2026-03-312026-04-23

DDOG DATADOG INC501 shares-62.53%2026-03-312026-04-23

Sponsored

PM PHILIP MORRIS INTL INC352 shares131.58%2026-03-312026-04-23

KO COCA COLA CO745 shares0.00%2026-03-312026-04-23

FPI FARMLAND PARTNERS INC5.0K sharesnew addition2026-03-312026-04-23

VFLO VICTORY PORTFOLIOS II1.4K shares0.00%2026-03-312026-04-23

DFAR DIMENSIONAL ETF TRUST2.3K shares0.00%2026-03-312026-04-23

AGG ISHARES TR547 shares101.10%2026-03-312026-04-23

SIL GLOBAL X FDS600 shares0.00%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP191 shares-39.37%2026-03-312026-04-23

Sponsored

FLOT ISHARES TR1.0K shares0.00%2026-03-312026-04-23

IWD ISHARES TR236 shares0.00%2026-03-312026-04-23

FMAR FIRST TR EXCHNG TRADED FD VI1.0K shares0.00%2026-03-312026-04-23

SDVY FIRST TR EXCHANGE TRADED FD1.3K shares0.00%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP175 sharesnew addition2026-03-312026-04-23

BUNGE GLOBAL SA BUNGE GLOBAL SA370 sharesnew addition2026-03-312026-04-23

IWP ISHARES TR364 shares-5.21%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS925 shares117.65%2026-03-312026-04-23

Sponsored

UBER UBER TECHNOLOGIES INC640 shares-53.56%2026-03-312026-04-23

SLB SLB LIMITED895 shares126.58%2026-03-312026-04-23

TNK TEEKAY TANKERS LTD625 sharesnew addition2026-03-312026-04-23

SCHI SCHWAB STRATEGIC TR2.0K sharesnew addition2026-03-312026-04-23

GNK GENCO SHIPPING & TRADING LTD2.0K sharesnew addition2026-03-312026-04-23

JAAA JANUS DETROIT STR TR892 shares0.00%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS577 shares0.00%2026-03-312026-04-23

SPYG SPDR SERIES TRUST452 shares0.00%2026-03-312026-04-23

Sponsored

CRWD CROWDSTRIKE HLDGS INC113 shares-8.87%2026-03-312026-04-23

PPIH PERMA-PIPE INTL HLDGS INC1.5K sharesnew addition2026-03-312026-04-23

BLV VANGUARD BD INDEX FDS629 shares0.00%2026-03-312026-04-23

QQQE DIREXION SHARES ETF TRUST423 shares0.00%2026-03-312026-04-23

EP-PC EL PASO ENERGY CAP TR I800 sharesnew addition2026-03-312026-04-23

PII POLARIS INC729 shares-12.48%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS66 shares0.00%2026-03-312026-04-23

WELL WELLTOWER INC200 shares0.00%2026-03-312026-04-23

Sponsored

IMKTA INGLES MKTS INC425 sharesnew addition2026-03-312026-04-23

URNM SPROTT FDS TR600 shares0.00%2026-03-312026-04-23

FBCV FIDELITY COVINGTON TRUST1.0K sharesnew addition2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR700 shares600.00%2026-03-312026-04-23

LNT ALLIANT ENERGY CORP500 shares0.00%2026-03-312026-04-23

OXY OCCIDENTAL PETE CORP550 sharesnew addition2026-03-312026-04-23

JBS JBS N.V.1.9K sharesnew addition2026-03-312026-04-23

TECK TECK RESOURCES LTD659 shares0.00%2026-03-312026-04-23

Sponsored

DPZ DOMINOS PIZZA INC95 shares0.00%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC72 shares-93.95%2026-03-312026-04-23

PFE PFIZER INC1.2K shares126.71%2026-03-312026-04-23

GIS GENERAL MILLS INC862 shares-8.00%2026-03-312026-04-23

IWS ISHARES TR220 shares-10.20%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF830 shares13.70%2026-03-312026-04-23

PHIN PHINIA INC458 shares0.00%2026-03-312026-04-23

BINC BLACKROCK ETF TRUST II600 sharesnew addition2026-03-312026-04-23

Sponsored

SNY SANOFI SA645 shares0.00%2026-03-312026-04-23

PYLD PIMCO ETF TR1.1K shares0.00%2026-03-312026-04-23

ADM ARCHER DANIELS MIDLAND CO400 sharesnew addition2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP455 shares-0.22%2026-03-312026-04-23

KEP KOREA ELEC PWR CORP2.0K sharesnew addition2026-03-312026-04-23

INDA ISHARES TR599 shares835.94%2026-03-312026-04-23

CVS CVS HEALTH CORP387 shares344.83%2026-03-312026-04-23

OKTA OKTA INC347 shares0.00%2026-03-312026-04-23

Sponsored

GWW WW GRAINGER INC25 shares0.00%2026-03-312026-04-23

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC342 sharesnew addition2026-03-312026-04-23

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC600 sharesnew addition2026-03-312026-04-23

ROE EA SERIES TRUST723 shares0.00%2026-03-312026-04-23

CGDV CAPITAL GROUP DIVIDEND VALUE600 shares0.00%2026-03-312026-04-23

RYI RYERSON HLDG CORP1.1K shares-77.78%2026-03-312026-04-23

SE SEA LTD300 shares0.00%2026-03-312026-04-23

DNP DNP SELECT INCOME FD INC2.4K shares0.00%2026-03-312026-04-23

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND119 shares-31.61%2026-03-312026-04-23

IVV ISHARES TR36 shares0.00%2026-03-312026-04-23

VB VANGUARD INDEX FDS85 shares-67.92%2026-03-312026-04-23

CB CHUBB LTD SWITZ68 shares0.00%2026-03-312026-04-23

HDV ISHARES TR159 shares0.00%2026-03-312026-04-23

CMCSA COMCAST CORP NEW745 shares0.00%2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F375 shares0.00%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC18 shares0.00%2026-03-312026-04-23

Sponsored

FDX FEDEX CORP58 shares625.00%2026-03-312026-04-23

IFF INTERNATIONAL FLAVORS&FRAGRA283 shares0.00%2026-03-312026-04-23

FDL FIRST TR EXCHANGE-TRADED FD400 shares0.00%2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD100 shares0.00%2026-03-312026-04-23

KNOP KNOT OFFSHORE PARTNERS LP2.0K sharesnew addition2026-03-312026-04-23

ALNY ALNYLAM PHARMACEUTICALS INC60 shares0.00%2026-03-312026-04-23

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC1.5K sharesnew addition2026-03-312026-04-23

DGX QUEST DIAGNOSTICS INC100 shares0.00%2026-03-312026-04-23

Sponsored

BK BANK NEW YORK MELLON CORP164 shares0.00%2026-03-312026-04-23

MKL MARKEL GROUP INC10 shares0.00%2026-03-312026-04-23

ECL ECOLAB INC71 shares0.00%2026-03-312026-04-23

ITOT ISHARES TR133 shares0.00%2026-03-312026-04-23

HPE HEWLETT PACKARD ENTERPRISE C750 shares0.00%2026-03-312026-04-23

BP BP PLC375 sharesnew addition2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST452 shares-68.87%2026-03-312026-04-23

WY WEYERHAEUSER CO707 shares0.00%2026-03-312026-04-23

Sponsored

RNR RENAISSANCERE HLDGS LTD57 shares0.00%2026-03-312026-04-23

LINDE PLC LINDE PLC34 shares0.00%2026-03-312026-04-23

SPMO INVESCO EXCH TRADED FD TR II150 sharesnew addition2026-03-312026-04-23

TXN TEXAS INSTRS INC86 shares0.00%2026-03-312026-04-23

MBUU MALIBU BOATS INC639 shares-10.13%2026-03-312026-04-23

FDN FIRST TR EXCHANGE-TRADED FD70 shares-89.06%2026-03-312026-04-23

IONS IONIS PHARMACEUTICALS INC218 shares0.00%2026-03-312026-04-23

PNOV INNOVATOR ETFS TRUST400 shares300.00%2026-03-312026-04-23

Sponsored

XME SPDR SERIES TRUST150 shares0.00%2026-03-312026-04-23

FBT FIRST TR EXCHANGE-TRADED FD80 shares0.00%2026-03-312026-04-23

BEN FRANKLIN RESOURCES INC675 shares0.00%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP164 shares-73.29%2026-03-312026-04-23

O REALTY INCOME CORP250 sharesnew addition2026-03-312026-04-23

PAVE GLOBAL X FDS300 shares0.00%2026-03-312026-04-23

CMI CUMMINS INC28 shares0.00%2026-03-312026-04-23

SBUX STARBUCKS CORP166 shares0.00%2026-03-312026-04-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC30 shares0.00%2026-03-312026-04-23

HP INC HP INC750 shares0.00%2026-03-312026-04-23

ANDE ANDERSONS INC200 sharesnew addition2026-03-312026-04-23

SHOP SHOPIFY INC121 shares0.00%2026-03-312026-04-23

DFLV DIMENSIONAL ETF TRUST398 shares0.00%2026-03-312026-04-23

KXI ISHARES TR200 shares0.00%2026-03-312026-04-23

GEHC GE HEALTHCARE TECHNOLOGIES I188 shares0.00%2026-03-312026-04-23

EMR EMERSON ELEC CO102 shares0.00%2026-03-312026-04-23

Sponsored

ACNT ASCENT INDUSTRIES CO1.0K sharesnew addition2026-03-312026-04-23

EXPE EXPEDIA GROUP INC56 shares0.00%2026-03-312026-04-23

HEFA ISHARES TR300 sharesnew addition2026-03-312026-04-23

TGT TARGET CORP100 shares0.00%2026-03-312026-04-23

STT STATE STR CORP88 shares0.00%2026-03-312026-04-23

VONG VANGUARD SCOTTSDALE FDS100 shares-33.33%2026-03-312026-04-23

OC OWENS CORNING NEW100 shares0.00%2026-03-312026-04-23

CDX SIMPLIFY EXCHANGE TRADED FUN500 sharesnew addition2026-03-312026-04-23

Sponsored

MFG MIZUHO FINANCIAL GROUP INC1.3K shares0.00%2026-03-312026-04-23

LKQ LKQ CORP342 shares0.00%2026-03-312026-04-23

ING ING GROEP N.V.380 shares0.00%2026-03-312026-04-23

PFF ISHARES TR320 shares-49.61%2026-03-312026-04-23

GRNY TIDAL TRUST I400 shares0.00%2026-03-312026-04-23

VLTO VERALTO CORP107 shares0.00%2026-03-312026-04-23

WAB WABTEC37 shares0.00%2026-03-312026-04-23

SSNC SS&C TECH HLDGS128 shares0.00%2026-03-312026-04-23

Sponsored

RMBS RAMBUS INC DEL100 shares-60.78%2026-03-312026-04-23

SAP SAP SE48 shares-33.33%2026-03-312026-04-23

IHI ISHARES TR150 shares0.00%2026-03-312026-04-23

FCG FIRST TR EXCHANGE-TRADED FD240 shares0.00%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC34 shares0.00%2026-03-312026-04-23

GIL GILDAN ACTIVEWEAR INC125 shares0.00%2026-03-312026-04-23

TE CONNECTIVITY PLC TE CONNECTIVITY PLC33 shares0.00%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR137 shares0.00%2026-03-312026-04-23

Sponsored

SU SUNCOR ENERGY INC NEW97 shares0.00%2026-03-312026-04-23

AFL AFLAC INC58 shares0.00%2026-03-312026-04-23

ARKW ARK ETF TR50 shares-58.33%2026-03-312026-04-23

CIEN CIENA CORP15 sharesnew addition2026-03-312026-04-23

VOE VANGUARD INDEX FDS31 shares0.00%2026-03-312026-04-23

TOST TOAST INC200 shares0.00%2026-03-312026-04-23

VGT VANGUARD WORLD FD8 shares0.00%2026-03-312026-04-23

VHT VANGUARD WORLD FD19 shares0.00%2026-03-312026-04-23

Sponsored

PRU PRUDENTIAL FINL INC53 shares0.00%2026-03-312026-04-23

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV346 sharesnew addition2026-03-312026-04-23

CLH CLEAN HARBORS INC18 shares0.00%2026-03-312026-04-23

INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I200 shares-42.86%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC5 shares0.00%2026-03-312026-04-23

JKHY HENRY JACK & ASSOC INC30 shares0.00%2026-03-312026-04-23

ARKB ARK 21SHARES BITCOIN ETF200 shares0.00%2026-03-312026-04-23

VV VANGUARD INDEX FDS15 shares0.00%2026-03-312026-04-23

Sponsored

VST VISTRA CORP28 shares0.00%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC45 shares0.00%2026-03-312026-04-23

DOCU DOCUSIGN INC80 shares-55.56%2026-03-312026-04-23

SFM SPROUTS FMRS MKT INC48 shares0.00%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW51 shares0.00%2026-03-312026-04-23

CRBG COREBRIDGE FINL INC150 shares0.00%2026-03-312026-04-23

AEE AMEREN CORP32 shares0.00%2026-03-312026-04-23

TLN TALEN ENERGY CORP11 shares0.00%2026-03-312026-04-23

Sponsored

OMF ONEMAIN HLDGS INC65 shares0.00%2026-03-312026-04-23

FHN FIRST HORIZON CORPORATION152 shares0.00%2026-03-312026-04-23

SPGI S&P GLOBAL INC8 shares-42.86%2026-03-312026-04-23

LQD ISHARES TR31 shares-88.43%2026-03-312026-04-23

AZO AUTOZONE INC1 shares0.00%2026-03-312026-04-23

IBB ISHARES TR20 shares-96.61%2026-03-312026-04-23

HOG HARLEY DAVIDSON INC166 shares0.00%2026-03-312026-04-23

AVGE AMERICAN CENTY ETF TR38 shares0.00%2026-03-312026-04-23

Sponsored

NLR VANECK ETF TRUST25 sharesnew addition2026-03-312026-04-23

AAL AMERICAN AIRLINES GROUP INC300 shares0.00%2026-03-312026-04-23

RSPT INVESCO EXCHANGE TRADED FD T70 shares0.00%2026-03-312026-04-23

IXC ISHARES TR53 shares0.00%2026-03-312026-04-23

VBR VANGUARD INDEX FDS14 shares0.00%2026-03-312026-04-23

VOT VANGUARD INDEX FDS10 shares0.00%2026-03-312026-04-23

TKO TKO GROUP HOLDINGS INC13 shares0.00%2026-03-312026-04-23

IJT ISHARES TR18 shares0.00%2026-03-312026-04-23

Sponsored

MUSA MURPHY USA INC5 shares0.00%2026-03-312026-04-23

MTB M & T BK CORP11 shares0.00%2026-03-312026-04-23

D DOMINION ENERGY INC34 shares0.00%2026-03-312026-04-23

NOW SERVICENOW INC20 shares0.00%2026-03-312026-04-23

HOOD ROBINHOOD MKTS INC30 shares0.00%2026-03-312026-04-23

NUE NUCOR CORP10 shares-99.17%2026-03-312026-04-23

MAS MASCO CORP27 shares0.00%2026-03-312026-04-23

ALAB ASTERA LABS INC15 shares-99.25%2026-03-312026-04-23

Sponsored

DFUS DIMENSIONAL ETF TRUST20 shares0.00%2026-03-312026-04-23

RH RH10 shares0.00%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST31 shares-79.47%2026-03-312026-04-23

DEO DIAGEO PLC18 shares0.00%2026-03-312026-04-23

DXCM DEXCOM INC20 shares0.00%2026-03-312026-04-23

ILMN ILLUMINA INC9 shares0.00%2026-03-312026-04-23

IBO IMPACT BIOMEDICAL INC1.8K sharesnew addition2026-03-312026-04-23

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC29 sharesnew addition2026-03-312026-04-23

Sponsored

IHF ISHARES TR25 shares0.00%2026-03-312026-04-23

WPP WPP PLC NEW67 shares0.00%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST30 shares0.00%2026-03-312026-04-23

MMM 3M CO7 shares0.00%2026-03-312026-04-23

CNNE CANNAE HLDGS INC83 shares0.00%2026-03-312026-04-23

RRC RANGE RES CORP20 shares0.00%2026-03-312026-04-23

GATX GATX CORP5 shares0.00%2026-03-312026-04-23

DG DOLLAR GEN CORP7 shares0.00%2026-03-312026-04-23

Sponsored

ICF ISHARES TR10 shares0.00%2026-03-312026-04-23

ST SENSATA TECHNOLOGIES HLDG PL15 shares0.00%2026-03-312026-04-23

BHF BRIGHTHOUSE FINL INC7 shares0.00%2026-03-312026-04-23

CSGP COSTAR GROUP INC10 shares0.00%2026-03-312026-04-23

SAIC SCIENCE APPLICATIONS INTL CO4 shares0.00%2026-03-312026-04-23

ALB ALBEMARLE CORP2 shares0.00%2026-03-312026-04-23

BOC BOSTON OMAHA CORP28 sharesnew addition2026-03-312026-04-23

EEMV ISHARES INC3 shares0.00%2026-03-312026-04-23

Sponsored

RBLX ROBLOX CORP3 shares0.00%2026-03-312026-04-23

APP APPLOVIN CORPN/A sharesSold all2026-03-312026-04-23

ETD ETHAN ALLEN INTERIORS INC4 shares0.00%2026-03-312026-04-23

OXY.WS OCCIDENTAL PETE CORP2 shares0.00%2026-03-312026-04-23

NKE NIKE INC1 sharesnew addition2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S AN/A sharesnew addition2026-03-312026-04-23

OGN ORGANON & CO3 sharesnew addition2026-03-312026-04-23

VTRS VIATRIS INC1 shares0.00%2026-03-312026-04-23

Sponsored

KD KYNDRYL HLDGS INC1 shares0.00%2026-03-312026-04-23

PLUG PLUG PWR INC2 shares0.00%2026-03-312026-04-23

SHY

ISHARES TR

10.04%

Shares202.8K

Event2026-03-31

Filed2026-04-23

IEI

ISHARES TR

12.63%

Shares96.8K

Event2026-03-31

Filed2026-04-23

LITE

LUMENTUM HLDGS INC

-19.18%

Shares14.7K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.56%

Shares39.9K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.88%

Shares15.0K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

0.11%

Shares16.4K

Event2026-03-31

Filed2026-04-23

IEF

ISHARES TR

11.39%

Shares98.9K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-1.20%

Shares13.6K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

-0.94%

Shares39.7K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

2.29%

Shares60.4K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

5.08%

Shares7.7K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-1.06%

Shares13.9K

Event2026-03-31

Filed2026-04-23

AAOI

APPLIED OPTOELECTRONICS INC

114.22%

Shares59.6K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

-1.22%

Shares14.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-1.24%

Shares22.7K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

10.61%

Shares58.9K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

-1.78%

Shares8.4K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

12.91%

Shares19.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

2.97%

Shares13.7K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-8.30%

Shares22.3K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

0.64%

Shares30.4K

Event2026-03-31

Filed2026-04-23

VISA INC

3.87%

Shares11.8K

Event2026-03-31

Filed2026-04-23

MCK

MCKESSON CORP

-1.07%

Shares4.1K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

16.93%

Shares13.8K

Event2026-03-31

Filed2026-04-23

VRT

VERTIV HOLDINGS CO

2.27%

Shares12.9K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

13.75%

Shares25.6K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

4.28%

Shares3.4K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-3.57%

Shares2.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-1.14%

Shares8.3K

Event2026-03-31

Filed2026-04-23

CELESTICA INC

-1.06%

Shares8.4K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

1.15%

Shares7.6K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

0.56%

Shares10.7K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-2.62%

Shares7.7K

Event2026-03-31

Filed2026-04-23

WCC

WESCO INTL INC

-0.57%

Shares8.1K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

6.02%

Shares11.3K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-7.87%

Shares6.8K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

24.58%

Shares9.7K

Event2026-03-31

Filed2026-04-23

VUSB

VANGUARD BD INDEX FDS

41.89%

Shares37.6K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

11.20%

Shares30.2K

Event2026-03-31

Filed2026-04-23

ARISTA NETWORKS INC

-0.27%

Shares14.6K

Event2026-03-31

Filed2026-04-23

MICRON TECHNOLOGY INC

45.89%

Shares5.3K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares29.7K

Event2026-03-31

Filed2026-04-23

SNDK

SANDISK CORP

New

Shares2.6K

Event2026-03-31

Filed2026-04-23

ENB

ENBRIDGE INC

-1.76%

Shares28.0K

Event2026-03-31

Filed2026-04-23

HEI

HEICO CORP NEW

3.55%

Shares4.4K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

2.13%

Shares909

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

69.94%

Shares4.9K

Event2026-03-31

Filed2026-04-23

CENCORA INC

-12.48%

Shares3.6K

Event2026-03-31

Filed2026-04-23

KLAC

KLA CORP

4.17%

Shares750

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

-4.76%

Shares7.4K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-2.62%

Shares3.3K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

-3.84%

Shares4.2K

Event2026-03-31

Filed2026-04-23

PANW

PALO ALTO NETWORKS INC

-35.60%

Shares6.0K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES TR

-1.97%

Shares6.3K

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

44.29%

Shares1.1K

Event2026-03-31

Filed2026-04-23

MLM

MARTIN MARIETTA MATLS INC

-0.34%

Shares1.5K

Event2026-03-31

Filed2026-04-23

CTVA

CORTEVA INC

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.16%

Shares2.4K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

0.00%

Shares863

Event2026-03-31

Filed2026-04-23

KMI

KINDER MORGAN INC DEL

-0.55%

Shares23.4K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

-6.40%

Shares6.7K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

SCHO

SCHWAB STRATEGIC TR

-0.32%

Shares30.9K

Event2026-03-31

Filed2026-04-23

NOC

NORTHROP GRUMMAN CORP

10.27%

Shares1.1K

Event2026-03-31

Filed2026-04-23

SHEL

SHELL PLC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

45.11%

Shares4.2K

Event2026-03-31

Filed2026-04-23

BKNG

BOOKING HOLDINGS INC

-1.29%

Shares153

Event2026-03-31

Filed2026-04-23

FBUF

FIDELITY GREENWOOD STREET TR

67.09%

Shares21.0K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

37.66%

Shares1.5K

Event2026-03-31

Filed2026-04-23

NVO

NOVO-NORDISK A S

-8.56%

Shares16.8K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

10.64%

Shares1.7K

Event2026-03-31

Filed2026-04-23

FHEQ

FIDELITY GREENWOOD STREET TR

59.40%

Shares19.9K

Event2026-03-31

Filed2026-04-23

FYEE

FIDELITY GREENWOOD STREET TR

66.78%

Shares21.2K

Event2026-03-31

Filed2026-04-23

SCI

SERVICE CORP INTL

-1.07%

Shares6.9K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-12.16%

Shares2.7K

Event2026-03-31

Filed2026-04-23

SEACOAST BKG CORP FLA

-64.29%

Shares16.8K

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP

182.49%

Shares4.0K

Event2026-03-31

Filed2026-04-23